Financials
523 results found
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Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote -
Automatically upload estimates during dispute
To help the dispute process be more seamless
1 vote -
1 vote
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Approved Estimate Notification
They would like if the sales rep would be notified once an estimate is set to an approved status. They mentioned that things tend to fall through the cracks due to not immediately knowing once something is moved to that status
1 vote -
Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Approve team members created estimates
Ability for admins to force other users to get approval on estimates before sending them
1 vote -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote -
Option to turn off estimate sending confirmations
When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed
1 vote -
Update Estimate Signing "Paid in Full" Verbiage
Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing
1 vote -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Tax calculator within estimate
A tool to calculate and edit taxes within the estimate
1 vote -
Job Title on Estimate Creation
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
Automated Estimate Email Prompting
Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page
1 vote -
Markup Or Margin Functions for Estimates as Per Location Settings
Would like to have the ability to change the estimate settings to have the markup slider set per location or per certain layouts.
1 vote -
Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote
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